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The Innovation Frontier of Wealth Management
Manage episode 352245614 series 1016848
Venrock’s Nick Beim speaks with Steve Lockshin, founder of Vanilla, about lessons learned as a serial entrepreneur in wealth management services. Lockshin shares what drives him as an entrepreneur, the need for more digestible information in estate planning, and his most valuable lessons learned on the path to building Vanilla. Lockshin also discusses the importance of humility and how it helped guide his decisions as a business leader.
102 episodes
Manage episode 352245614 series 1016848
Venrock’s Nick Beim speaks with Steve Lockshin, founder of Vanilla, about lessons learned as a serial entrepreneur in wealth management services. Lockshin shares what drives him as an entrepreneur, the need for more digestible information in estate planning, and his most valuable lessons learned on the path to building Vanilla. Lockshin also discusses the importance of humility and how it helped guide his decisions as a business leader.
102 episodes
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